Happy New Year from Blackfinch Investments

Blackfinch Investments

On behalf of everyone at Blackfinch Investments, we would like to wish you a Happy New Year and provide you with some updates taking effect in 2018.

Website and branding

Our new website, updated and re-launched reflects the Blackfinch brand and centralises resources for advisers and clients. The site includes details of all our services and solutions along with news, events, product literature and FAQs.  We hope you find it useful however please feel free to let us know what you think.

Phase two of the website is set for completion in the first quarter and will see the introduction of our Adviser Portal, which will enable you to view your clients’ latest investment valuations.

Product grouping

You will be familiar with product groupings from using our updated brochures. These are now reflected on the website, making it easier for you to find required information for your clients. A reminder, however, is below:

•    Adapt – Inheritance Tax Planning
•    Evolve – Enterprise Investment Schemes
•    Thrive – Corporate Management Service

Adapt IHT Protected Portfolios: with Life Cover

The new Adapt IHT Protected Portfolios provides all the benefits of our popular Adapt IHT Portfolio, along with the added protection of life cover, enabling clients to mitigate the impact of IHT for the first two years before IHT relief comes into effect.

To speak about any of the above exciting developments, please contact a member of the team on [email protected] or our usual office number of 01684 571 255